Shannon serves as a primary point of contact for Willow Street clients, working closely with families and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects.
Shannon brings strong relationship and project management skills to Willow Street. Most recently, she was a residential lending Client Service Associate at First Republic Bank. Previously, she worked at St. John’s Health, the hospital serving Teton County and its surrounding communities, as Executive Assistant to the CEO and CFO before managing the Patient Experience team. Shannon also served as a credit analyst with First Interstate Bank.
Shannon earned a BS in Business Administration with a minor in Political Science from the University of New Hampshire. Originally from Philmont, New York, she moved to Jackson in 2004. Shannon enjoys spending time outdoors with her husband, three children, and two dogs, running, camping, hiking, and baking.
